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I've got some data here showing our different products and the categories, groups, and the manufacturers of those products. And this lends itself to—this is quite hierarchical data. We've got categories at the top, and then there's a particular product group within that. Then maybe I want to look at the manufacturers. And finally I'll see the individual products. What I can do within the Power BI Desktop is create a hierarchy out of these to help people navigate through this data, visualize it, and start to analyze it in different ways. And to create a hierarchy, I just select the field that I want to start with and choose New Hierarchy. By default it just gets named with the name of the field and then hierarchy. So I'm just going to rename this to Products. And now we can start adding some more fields to it. So I'll go Category. Then I'll want to add the Group. So I just click on that and as I add to Products, let's add the Manufacturer and finally Products as well. And now I can see they're arranged here underneath this Products hierarchy. And it means that when I start using these in visualizations, I'll get all of these fields added in one go and I can start to drill up and down between them. So let's just take a look at our overall units. And rather then dragging the individual field, I can grab the whole hierarchy and drag it onto the axis. And now you'll see the visual starts off by showing us the different categories— Urban, Rural, Youth, and Mix. And that's the one at the top of the hierarchy. And I can now drill through from category to group to manufacturer and the individual products on the bottom. And to that, I use these icons at the top of the visual. So I can turn on the drill-down mode like in this one, and now as I start to click on the data points, I'll drill down through those different levels of the hierarchy. So now I'm looking at these unit sales by group. And it's been filtered to show me just the Urban category that I clicked on. So I choose one of these. Let's go to our Moderation group. Now it's filtering to just those Moderation group products in the Urban category. I can see VanArsdel is the manufacturer that has had the highest unit sales. And if I click on this, I'm now looking at all of the products for that VanArsdel manufacturer in the Moderation group in the Urban category. I can see those filters that have been applied. They've been generated and just added as filters at the bottom of the filters area. So I can always refer back and I'll know what bits of that hierarchy I'm looking at. I can drill back up by clicking on this up arrow, roll back up through that hierarchy. And I can do something else here as well. This double arrow drills everything down to the next level. So if I wanted to expand Urban, Rural, Youth, and Mix all down to the group level, I can click on that one and now I'm looking at all of those different groups for all of the different categories. You can see no filters have been generated or applied here. I've just changed the thing I'm looking at down to that next level. The other thing that's worth noting about these categories is—sorry, hierarchies—is that by default we're going to add all of the different fields into this navigation path as you're drilling. But you can remove individual ones of those. So for example, if you don't care about the manufacturer or if you're producing a report that you're going to publish out— and you don't want people to be able to drill to that manufacturer level or maybe you don't want people to drill down to individual product levels— I can remove that from this access bucket. And now I can't drill to it. So all I'll be able to do is click on this to drill down to Urban. Now I'm looking at the group but I can't drill down any further. If I click on this nothing else happens. So that's a way to create hierarchies and help people navigate and analyze through their information in a very, very sort of intuitive way using the data and the structure of that information on the visuals.

Video Details

Duration: 4 minutes and 1 second
Country: United States
Language: English
License: All rights reserved
Genre: None
Views: 43
Posted by: csintl on Apr 14, 2016

----- (Please provide translations for these languages: Chinese (Simplified) (chi_hans), Chinese (Traditional) (chi_hant), English (eng), French (France) (fre_fr), German (ger), Italian (ita), Japanese (jpn), Korean (kor), Portuguese (Brazil) (por_br), Russian (rus), Spanish (spa).)

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